1.5 Weekly Team Reports NEW
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211022 Weekly Report

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Bill

Reports:
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Weekly Top Accomplishments

Brand

7P campaign ends in bang with 134 orders and +$20K in revenue
Proofed, edited, directed all 7P emails
Managed team and content meetings
Provide QA and approval for all social messages and list emails
Prepped and held meeting with Dan and Autonomy
Produced video shoot with Justin Davis for RiskSmith App, resulting in 4 videos
Managed the delivery of the 7P course with curriculum additions/corrections and daily emails
DRS list grew to 1,742
Managed messaging and campaigns to affiliate, FSC, ads, FSC, friends and family and the DRS list
Produced the 7P Q&A video with Richard and Josh

Operations

Weekly meet with Josh Rhodes
Weekly strategy meeting participation
Provided ongoing support and management for team
1:1’s with R
Processed weekly invoices for payment
Metrics with Dan

FSC

Orchestrated FSC board meeting minutes
Participated in Zoom with Ron William, FSC candidate for a position

Top Weekly Objectives

Brand

Revise 7PSI extracurricular content / plan
DRS Book
Idea for FSC newsletter / 7P promotion
Justin/Josh/Richard Thurs Q&A (App demo from DRS)
Risk Rituals Thursday
Autonomy social
Read DRS Brand Ideas

Organization

Team Meeting Monday
Coding review
VA compliance
Content Meetings
Graphs/Metrics – get weekly stat sheet (Terri)
GTM Strategy Team Meeting
Process invoices
Get RiskSmith budget to Justin for additions
CFO Alliance meeting
Metric’s meeting with Dan/Terri to develop stat sheet and graphs
Find shared Content Team space and get used

FSC

FSC Action Items
Send resume to board members
Lars contribute article
Minutes distribute
Send resume to board members
Lars contribute article
Minutes distribute
Monday meeting with FSC candidate (prep)
Newsletter / Lars?
FSC Cycles TV with Dr. Richard Smith
Jake event
Participate in FSC Ops meeting
Find, recruit, onboard a Marketing Manager for FSC
Put together a transition and hiring plan
Ensure FSC renewals are automated in CRM
Obtain R’s signature on Harriman House contract and send to Craig
Review Mark’s files

Top Strategic Objectives

Consolidate learnings / analysis
Ensure all 7P Cohort 2 are in the app
Work on weekly newsletter for app users
Strategize and implement FB and other social ads funnel to the app
Convert our list to app
Do webinar on app – drive traffic
Cyber sale of 7P / edits and emails
Continue building DRS list
Book

Bullpen

Discuss Chairman and Executive Director posts with R
Redesign Mastering Risk
Podcast push
Project management top task board established
Website update
New screens for App
Finish Trademark filings
Podcast Plan
YouTube plan
Name the Q&A – Richard’s rants – Risk Report

Reports:
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